Finance & accounting guides

Accounting software for medium and large companies in the Philippines

What medium and large Philippine companies need from accounting software: multi-company books, payables, receivables, approvals, BIR requirements and reporting.

A collections process that works for Philippine B2B companies

Build a collections process: segmentation, reminder schedules, counter receipt follow-up, escalation, credit holds, payment plans and collector KPIs.

Accounts payable process: a step-by-step guide for Philippine companies

The accounts payable process from purchase order to payment: invoice matching, vouchers, withholding tax and BIR Form 2307, approvals, checks and AP reports.

Accounts receivable management for Philippine B2B companies

Manage receivables from invoice to collection: credit terms, counter receipts, statements of account, post-dated checks, official receipts and AR controls.

BIR e-invoicing (EIS): who is covered, the 2026 deadline and how to prepare

BIR's Electronic Invoicing System explained: covered taxpayers, the December 31, 2026 deadline under RR 26-2025, and a practical preparation plan.

Budget vs. actual variance analysis: a monthly routine for managers

How to compute and explain budget vs. actual variances, set thresholds, separate price, volume and timing effects, and turn variances into decisions.

Cash flow visibility for multi-branch businesses: a practical forecasting guide

Build a 13-week cash flow forecast from receivables, PDCs, payables, payroll and checks issued, and get daily cash visibility across companies and branches.

Check vouchers and disbursement controls for Philippine finance teams

How to prepare check vouchers, set signatory limits, release and monitor checks, prevent fraud and reconcile disbursements in Philippine companies.

Designing approval workflows for expenses, purchases and payments

How to design approval workflows and authority matrices for expenses, purchases and payments in Philippine companies, without creating bottlenecks.

EOPT Act invoicing rules: what changed for Philippine businesses

How the Ease of Paying Taxes Act and RR 7-2024 changed invoicing: invoices replace official receipts, VAT on services, unused ORs and system implications.

Financial statements explained for Philippine business owners and managers

The statement of financial position, performance, cash flows and trial balance explained, with the ratios managers should watch and how to get statements faster.

Fixed asset depreciation methods for Philippine companies

Straight-line, declining balance and units-of-production depreciation explained, with examples, useful life, residual value and book vs. tax considerations.

How to read and use an accounts receivable aging report

What an AR aging report shows, standard aging buckets, how to compute allowance for doubtful accounts, and how to turn aging into a weekly collection plan.

Internal controls and segregation of duties for growing Philippine companies

Practical internal controls for medium and large Philippine companies: segregation of duties, access rights, approvals, reconciliations and fraud red flags.

Managing post-dated checks (PDCs) from customers in the Philippines

How to receive, record, safekeep, deposit and monitor customer post-dated checks, handle bounced checks under BP 22, and keep PDCs in your cash forecast.

Month-end close checklist: how to close the books faster

A month-end closing checklist for Philippine finance teams, with a day-by-day calendar, reconciliations, accruals, inventory, payroll and multi-company steps.

Multi-company financial consolidation for Philippine business groups

How Philippine groups consolidate several companies: common charts of accounts, intercompany eliminations, timelines and the systems that remove spreadsheet work.

Three-way matching in accounts payable: PO, receiving report and invoice

How three-way matching works, tolerances, partial deliveries and price differences, and why it stops payments for goods never received.

Financial management

Connect accounts payable, accounts receivable, customer aging, journals, trial balance and financial statements with purchasing and sales. Manage financial requests, approvals, voucher review and check monitoring across the operation.

Accounts payable

Manage payables across purchasing workflows, delivery receipts, billing vouchers, check vouchers and reports. Bring purchasing and payment follow-up into one connected operation.

Accounts receivable

Manage sales invoices, counter receipts, payment entries, post-dated checks and official receipts. Review customer aging and statements of account to follow outstanding balances and collection priorities.

Customer aging & collections

Review outstanding receivables through aging inquiries, customer views and statements of account. Connect collection follow-up with invoices, payment entries and the wider financial management workflow.

Financial statements

Use financial reporting for statements of financial position, financial performance and cash flow. Follow the reporting context through journals, trial balance and transaction inquiry workflows.